In this course, students examine the legal principles and ethical considerations of probate, wills, trusts and the fiduciary code as applied by the Orphans Courts in Pennsylvania. Students also learn how to prepare and file probate and estate planning documents. Students also discuss ethical issues that affect the estate client.

VII. Required Course Content and Direction

Course Learning Goals

Students will:

Demonstrate a general and specific understanding of probate, estate and the fiduciary code as they relate to specific areas of wills, trusts, and estate practice in Pennsylvania;

Use and apply knowledge of ethical issues to the practical aspects of assisting a lawyer in the various areas of this specialized practice; and

Exhibit a working knowledge of the functions and operations of the Orphans Court.

Planned Sequence of Topics and/or Learning Activities

The following topics are presented:

Estate Planning

Estate Distribution

Wills

Estate Administration

Inheritance

Trusts

Tax

Ethics

Assessment Methods for Course Learning Goals

Exams, quizzes, classroom exercises, class or online participation, and/or projects as specified by the area faculty and described in the individual instructor's course syllabus are utilized.